Smartleaf Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smartleaf Asset Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$882K	Sell	17,434 -13	-0.1%	-$658	0.03%	426
2025 Q4	$886K	Sell	17,447 -21	-0.1%	-$1.06K	0.03%	400
2025 Q3	$886K	Buy	17,468 +51	+0.3%	+$2.58K	0.05%	348
2025 Q2	$882K	Sell	17,417 -10,072	-37%	-$509K	0.08%	280
2025 Q1	$1.39M	Buy	27,489 +9,569	+53%	+$483K	0.13%	171
2024 Q4	$906K	Sell	17,920 -10,151	-36%	-$513K	0.09%	234
2024 Q3	$1.42M	Buy	28,071 +6,145	+28%	+$311K	0.17%	140
2024 Q2	$1.11M	Buy	+21,926	New	+$1.1M	0.18%	129
2023 Q4	–	Hold	0	–	–	–	1114

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smartleaf Asset Management's JPST Position: Q1 2026 in Review

Smartleaf Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.07% in Q1 2026, selling an estimated $658 and leaving 17,434 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #426.

Smartleaf Asset Management first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2024. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Smartleaf Asset Management held 17,434 shares of JPMorgan Ultra-Short Income ETF worth $882K as of Q1 2026.
Smartleaf Asset Management sold 13 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $658.
JPMorgan Ultra-Short Income ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #426 holding.
Smartleaf Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $1.42M in Q3 2024.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.